Number of Shares
387,956.00
Current Holdings Value*
$30.63 Mil
% of Portfolio
4.58%
Total Estimate Gain
$972,095.55
% of Total Estimate Gain
2.37%

Johnson Bixby & Associates, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary

As of 2025-03-31, Johnson Bixby & Associates, LLC held 387,956.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $30.63 Mil. This investment constitutes 4.58% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.09% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.

The initial trade took place in 2020Q4. And since then Johnson Bixby & Associates, LLC has made 9 purchases of VCSH, at an average price of $76.56, for a total of 534,996.00 shares. In addition, there have been 4 sales at an average price of $76.61 for 147,040.00 shares. Based on historical transaction data and VCSH's current price of $79.05, Johnson Bixby & Associates, LLC's estimated gain on his VCSH holdings is $972,095.55, reflecting a 2.37% gain to date.

Johnson Bixby & Associates, LLC VCSH ($79.05) Holding Chart

Johnson Bixby & Associates, LLC VCSH ($79.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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